Manager, Business Performance Analytics

Join aviso as a Product Owner and play a pivotal role in shaping our product strategy. In this dynamic position, you will collaborate with cross-functional teams to define product vision, manage the product backlog, and ensure timely delivery of high-quality products. Your insights and leadership will drive the development process, aligning product features with customer needs and market trends.

Are you a driven and detail-oriented professional looking to make an impact as a Product Owner? Join aviso, where you can leverage your skills in a dynamic and supportive environment. As a Temporary Product Owner, you will be responsible for guiding the development of innovative products that meet our clients' needs. Your insights and leadership will play a crucial role in our product strategy and execution.

Aviso Wealth:At Aviso Wealth, we are passionate about enhancing the financial health of Canadians. As a premier wealth management organization, we pride ourselves on our commitment to leadership, innovation, partnerships, responsibility, and community engagement. Our dynamic and talented team exemplifies our values, fostering a vibrant ‘oneaviso’ culture that distinguishes us from others in the industry. If you seek rewarding and challenging opportunities at a company that prioritizes its people, explore what Aviso has to offer at www.aviso.ca.The Opportunity:We are excited to announce an opening for a Senior Business Analytics Specialist to join our IT team.Reporting to the Senior Manager of Data & Analytics, the Senior Business Analytics Specialist will be instrumental in translating complex technical subjects into actionable business insights and recommendations. Your deep analytics expertise in Asset Management, coupled with exceptional problem-solving and consensus-building abilities, will be key to your success.Who You Are:Service Orientation – You prioritize your clients’ needs, advocate for service excellence, and strive to deliver client-centric solutions. Your proactive approach fosters strategic partnerships, positioning Aviso Wealth as a trusted advisor.Execution Focused – You are dedicated to achieving your goals and understanding the importance of “getting things done.” You consistently seek opportunities for improvement and take accountability for your actions, learning from any mistakes.Collaborative Team Player – You thrive in a collaborative environment, working towards common goals that drive positive outcomes. You contribute meaningfully to your team and encourage trust and inclusion, cultivating effective relationships both within and outside the organization.Your Daily Responsibilities:Create and distribute comprehensive business reports for stakeholders, including ad-hoc data mining across various unstructured and disparate data sources.Ensure the accuracy, integrity, and proper documentation of all data, reports, assumptions, and methodologies utilized.Act as the Asset Management data steward, collaborating with NEI and other partners to manage data effectively.

Join Aviso Wealth:At Aviso Wealth, we are passionately focused on enhancing the financial health of Canadians. As a premier wealth management firm, our commitment to leadership, innovation, collaboration, accountability, and community sets us apart. By joining our team of skilled and dynamic professionals, you will experience our unique 'oneaviso' culture that fosters growth and excellence. If you seek a role that is both engaging and rewarding, explore the opportunities available at www.aviso.ca.The Opportunity:We are excited to announce an opening for a Bilingual Tax Administrator within our Operations team.In this role, reporting to the Senior Manager of Tax, you will be responsible for ensuring that all tax receipt audits for Aviso Financial are completed in accordance with established deadlines. You will manage monthly withholding tax remittances, ensuring compliance with the deadlines set by the CRA, MRQ, and IRS. Your expertise will ensure adherence to all trustee and governmental regulatory requirements, and you will work closely with the Reconciliation, Processing, and Corporate Actions Departments. Furthermore, you will oversee the production of tax slips and coordinate file delivery to our printing vendor. Participation in industry conferences and collaboration with the Manager of Tax to regularly review and refine processes will also be key components of your role.Who You Are:Client-Focused: You prioritize client needs and strive for service excellence, developing strategic partnerships that position Aviso Wealth as a trusted advisor.Goal-Oriented: You are dedicated to achieving objectives and are proactive in identifying opportunities for improvement. Accountability and learning from experiences are integral to your work ethic.Collaborative: You thrive in team environments, contributing meaningfully to collective goals and fostering a spirit of cooperation to drive positive outcomes.

Role overview The Estates Administrator at aviso plays a key role in supporting estate-related operations. This position coordinates daily tasks, monitors progress, and ensures that all activities comply with legal and regulatory standards. Collaboration is central, as the Estates Administrator works with both clients and internal teams to provide steady, reliable service throughout the estate administration process. What you will do Coordinate the daily activities required for estate administration Ensure estate processes follow all legal and regulatory requirements Communicate with clients and stakeholders, providing updates and support Collaborate with team members to address issues and uphold service quality Location This position is based in Vancouver, British Columbia, Canada.

Aviso:At Aviso, we are dedicated to enhancing the financial well-being of Canadians. As a leading wealth management organization, we prioritize leadership, innovation, and accountability while fostering partnerships and community engagement. Working alongside talented and energetic professionals who embody our values, you'll quickly discover that it is our employees and our dynamic culture, known as 'uneaviso', that set us apart from other companies. If you're seeking an interesting and stimulating role within a people-centric organization, explore what Aviso has to offer by visiting www.aviso.ca/fr.The Opportunity:We are in search of a Bilingual Tax Administrator to join our Operations team.Reporting to the Senior Manager of Taxation, you will be primarily responsible for ensuring that all tax receipt verifications for Aviso Financial are conducted within the stipulated deadlines. You will process all monthly tax withholding payments in accordance with the service level agreements, the CRA, the MRQ, and the IRS deadlines. Additionally, you will ensure compliance with all fiduciary and governmental regulatory requirements and maintain up-to-date knowledge of these regulations. You will collaborate closely with the Reconciliation, Processing, and Strategic Operations team on capital matters and be responsible for generating tax slips and delivering the files to our printing provider. You will regularly participate in conferences or group sessions related to taxation and work closely with the tax manager to ensure that all defined and documented processes are reviewed periodically.

Join aviso as a Compliance Officer specializing in Correspondent and Institutional services. In this pivotal role, you will oversee compliance operations, ensuring adherence to regulatory standards and best practices. Your expertise will guide our correspondent relationships and institutional clients, fostering a culture of compliance within the organization.

We are seeking a detail-oriented and organized Process Documentation Specialist to join our team temporarily. In this role, you will be responsible for creating, maintaining, and reviewing process documentation to ensure operational excellence.

aviso is seeking a Transfers Administrator for a temporary role based in Vancouver, British Columbia. This position centers on managing transfer operations and ensuring that each process runs smoothly and accurately. Key responsibilities Oversee transfer operations from initiation to completion Follow established procedures at every stage of the process Keep records and documentation up to date and accurate What we look for Keen attention to detail Strong organizational skills in daily work Interest in developing experience in transfer administration This temporary position provides an opportunity to work with transfer processes and gain hands-on experience at aviso.

aviso is hiring a Director of Infrastructure Operations to join the team in Vancouver, British Columbia. This position leads the company’s infrastructure operations, with a focus on ensuring reliability, improving efficiency, and driving ongoing enhancements. Key responsibilities Create and implement strategic plans for infrastructure operations Allocate and manage resources to meet business goals Lead, mentor, and develop the infrastructure team Work closely with other departments to align infrastructure with company objectives Apply best practices and uphold compliance with industry standards Requirements Leadership experience in infrastructure operations within a complex setting Proven ability to deliver operational excellence and maintain reliability Skilled at guiding teams and encouraging innovation Comfortable collaborating across multiple departments to achieve common goals

aviso is hiring an Application Support Analyst for the technology team in Vancouver, British Columbia. This role centers on supporting business applications and ensuring users have a positive experience. Key responsibilities Support both internal and external users of business applications Work with cross-functional teams to troubleshoot and resolve technical issues Monitor how applications perform and respond quickly to incidents Share feedback and ideas to help improve application processes What helps in this role Strong attention to detail and good organizational skills Comfort with technology and a focus on supporting users Interest in solving problems and collaborating with others Ability to adapt and stay organized in a fast-paced environment

aviso is hiring a Bilingual Estates Specialist to join its team in Vancouver, British Columbia. This position centers on managing a diverse portfolio of estates and guiding clients through each stage of the process. Strong communication skills in both English and French are essential for interacting with clients and stakeholders. Key responsibilities Oversee estate files from initial contact to final resolution Communicate effectively with clients and stakeholders in English and French Handle estate management procedures and ensure compliance with requirements Deliver attentive service and foster positive client relationships Location This role is based in Vancouver, British Columbia, Canada.

About Aviso Wealth:At Aviso Wealth, our mission is to enhance the financial health of Canadians. As a premier wealth management firm, we embody values of leadership, innovation, partnership, accountability, and community involvement. You will thrive in our vibrant ‘oneaviso’ culture, surrounded by passionate professionals dedicated to making a difference. Discover the unique opportunities we offer at www.aviso.ca.The Role:We are seeking an Estates Administrator to join our Operations team on a temporary basis for 9 months. Reporting to the Supervisor of Operations, you will handle the review, preparation, settlement, and taxation filing of client estate accounts.Who You Are:Client-Focused: You prioritize client needs, advocating for service excellence while developing strategic partnerships that establish Aviso as a trusted advisor.Results-Driven: You are committed to achieving your goals, consistently looking for ways to enhance your performance and taking accountability for your actions.Collaborative: You thrive in teamwork, contributing positively to your team’s success and fostering effective relationships both internally and externally.Key Responsibilities:Conduct estates settlements, process journal entries, and issue tax documents for estate accounts, addressing estate-related inquiries within internal deadlines.Ensure all information and request channels are accurate and up to date (e.g., OSM requests, Laserfiche, mailbox).Proactively assist team members and maintain a positive attitude while collaborating with other operational teams.Review and enhance current processes to improve efficiency.

Aviso Wealth:At Aviso Wealth, we are passionately dedicated to enhancing the financial well-being of Canadians. As a premier wealth management organization, we uphold values of leadership, innovation, partnership, responsibility, and community. Our talented and dynamic professionals embody our 'oneaviso' culture, making Aviso a unique and exciting place to work. If you are seeking a stimulating and rewarding career at a company that prioritizes its people, explore what Aviso has to offer at www.aviso.ca.The Opportunity:We are excited to announce an opening for a Senior Analyst, Lean Portfolio to join our Enterprise Delivery team for a temporary contract of 6 months.As a pivotal member of our team, reporting to the Director of Enterprise Portfolio and Practice Management, you will play a crucial role in fostering transparency within Aviso’s delivery landscape. Your responsibilities will include collating, analyzing, validating, and reporting on delivery performance across our enterprise portfolio, crafting compelling narratives around our delivery achievements. You will also oversee the practices and governance necessary for effective planning, managing, and executing the enterprise project portfolio, including investment planning, lean governance, and agile operations.Who You Are:Service Orientation – You prioritize your clients’ needs and are dedicated to delivering exceptional service excellence. You proactively develop strategic partnerships that establish Aviso as a trusted advisor.Execution Focused – You are driven to achieve your goals, consistently seeking opportunities for improvement and taking accountability for your actions.Collaborative – You thrive in team environments, valuing collaboration and building trust with colleagues to achieve organizational objectives.What Your Day Looks Like:Design, develop, and implement...

aviso is hiring a Managed Account Program (MAP) Support Specialist in Vancouver, British Columbia. This position centers on assisting Managed Account clients and ensuring their requests receive timely, thorough attention. Key responsibilities Provide prompt, responsive support for Managed Account clients Coordinate with internal teams to address client needs and resolve concerns Contribute to improving client satisfaction within the Managed Account Program Team collaboration This role involves working closely with colleagues across various departments. The goal is to deliver a seamless client experience and support the ongoing success of the MAP.

Aviso Wealth:At Aviso Wealth, we are passionate about enhancing the financial well-being of Canadians. As a prominent player in the wealth management sector, we pride ourselves on our commitment to leadership, innovation, collaboration, accountability, and community engagement. Here, you will work alongside talented and dynamic professionals who embody our values daily. Our unique ‘oneaviso’ culture truly distinguishes us. If you seek challenging and rewarding work within an organization that values its people, explore what Aviso has to offer at www.aviso.ca.About the Role:We are excited to announce an opening for a motivated and skilled individual to join our Finance & Treasury team as a Senior Analyst, Fund Reporting.In this position, reporting to the Manager, Fund Reporting and Administration, you will be instrumental in the financial and regulatory reporting of the Northwest & Ethical Investments (NEI) family of investment funds, supporting our firm's ongoing growth. You will manage relationships with the fund administrator and other external service providers, including auditors, printers, and translators, to ensure the timely delivery of fund financial reports.Your Profile:Client-Focused: You prioritize your clients’ needs, advocate for service excellence, and strive to deliver client-centric solutions while proactively developing strategic partnerships that position Aviso Wealth as a trusted advisor.Results-Oriented: You are dedicated to achieving your goals and recognize opportunities as they arise. You continuously seek ways to improve and take accountability for your actions, learning from your experiences.Team Player: You collaborate effectively with others towards common objectives, making significant contributions to your team's success. You foster collaboration, build trust and inclusivity, and establish strong relationships within and outside the organization.Your Daily Responsibilities:Engage in the review of annual and interim financial statements for all NEI mutual funds, portfolios, pools, and alternative mutual funds.

Aviso:At Aviso, our mission is to enhance the financial well-being of Canadians. As a premier wealth management organization, we are committed to values such as leadership, innovation, partnership, responsibility, and community engagement. When you join our team of talented and passionate professionals, you'll discover that our unique 'oneaviso' culture, characterized by collaboration and support, sets us apart from the rest. If you seek an engaging and challenging role within a company that genuinely cares about its employees, learn more about what Aviso can offer you at www.aviso.ca.The Opportunity:We are currently in search of an Insurance Case Coordinator (ICC) to become part of our Insurance Operations team for a temporary period of 6 months, with potential for extension or permanent placement.In this role, reporting directly to the Supervisor of Insurance Operations, you will be responsible for managing back-office operations aligned with our departmental, divisional, and corporate objectives for a comprehensive Managing General Agency. This includes both new business and ongoing support for advisors and their teams.The successful candidate will interact with various internal and external stakeholders, including carriers and agency partners, utilizing exceptional oral and written communication skills. You will showcase strong judgment and interpersonal abilities, effectively advocating for changes and exceptions from insurance companies regarding new business processing when feasible. A solid understanding of insurance back-office operations will empower you to prioritize effectively and identify opportunities for service enhancements and operational efficiencies.Who You Are:Service Orientation: You prioritize client needs and advocate for service excellence, striving to deliver client-centric solutions while fostering strategic partnerships that position Aviso as a trusted advisor.Results Driven: Your commitment to achieving goals is unwavering. You focus on completing tasks, recognize opportunities, and seek continuous improvement, taking accountability for your actions and learning from past experiences.Collaborative Spirit: You thrive in collaborative environments, working alongside others with the common aim of driving positive outcomes.

Role overview The Bilingual Settlements Administrator at aviso plays a key part in supporting daily operations in Vancouver, British Columbia. The main focus is on processing financial transactions with accuracy and timeliness. Regular communication in both English and French is required, as this position interacts with clients and partners from diverse backgrounds. What you will do Process settlements and transactions efficiently to meet daily deadlines Communicate with clients and partners in English and French Work with the team to maintain smooth operations each day Requirements Fluency in both English and French Strong organizational abilities and clear communication skills Attention to detail and reliability when handling transactions

Aviso Wealth:At Aviso Wealth, our mission is to enhance the financial health of Canadians. As a prominent player in the wealth management sector, we embrace values such as leadership, innovation, collaboration, responsibility, and community engagement. Our dedicated team of talented professionals exemplifies our core values, and our vibrant 'oneaviso' culture truly distinguishes us in the industry. If you seek a challenging and fulfilling career with a company that prioritizes its people, discover the opportunities that await you at www.aviso.ca.Position Overview:We are excited to invite applications for the role of National Vice President, Priority Clients within our Direct Investing team.This pivotal role reports directly to the VP of Strategic Partnerships & Priority Clients and entails leading a team of skilled Senior Relationship Managers. You will cultivate a high-performance culture while ensuring top-notch service delivery to our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clientele.Alongside team leadership, you will also manage a select portfolio of complex client relationships, offering bespoke wealth management consultations and strategic investment advice. The ideal candidate will possess extensive knowledge in online brokerage, a successful history of team and sales leadership, and a client-focused approach that fosters loyalty and growth.